Alpha Insights

Maple Finance's SYRUP: The RWA Bid in Waiting?
By
Anil Lulla•
Maple Finance was a successful undercollateralized lending project from last cycle. It was one of the major examples of collateral […]
Maple Finance Research Reports

Macro & MarketsDelphi Office Hours Call (December 8th, 2022)
By
Anil Lulla•
Join us as we discuss recent price action, Maple Finance's troubles, what on-chain metrics say about the markets, DAO treasury ranks, how insightful bridge flows are, and more.

OptionsThe Year Ahead for DeFi
By
Anil Lulla•
In this report, we look to highlight some key opportunities and challenges for DeFi and spell out the reasons we remain optimistic that DeFi will thrive.

Unsecured LendingThe State of Undercollateralized DeFi Lending
By
Anil Lulla•
Unsecured lending is one of the best ways to unlock capital efficiency in DeFi, and various protocols have tried their hand at developing robust systems to earn the trust of crypto lenders. In this report, we look at the top three undercollateralized lending protocols and how they’ve fared over the past year.

Unsecured LendingThe Race to Build a "Sticky" DeFi Debt Market
By
Anil Lulla•
Introduction Undercollateralized lending makes up less than 5% of the $50B in total value locked across crypto money markets. In […]
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